Wealth Engineering News

• How to Leverage Your Status as a 2026 Industry Awards Finalist June 25, 2026
• Bluespring Wealth Launches RIA Channel With Centralized Compliance June 2, 2026
  Texas-based Bluespring Wealth Partners is adding a compliance option to its existing legal, billing and HR support, aimed at easing operational burdens for independent advisory firms.
• Osaic's Head of Business Development Departs June 1, 2026
  Kristen Kimmell joined Osaic in 2021 and oversaw recruiting efforts across channels. Her exit follows the recent departure of two other senior executives from the firm.
• Former Epstein Banker Paul Morris Departs BofA’s Merrill Unit June 1, 2026
  Morris worked on teams managing Epstein’s financial affairs at both JPMorgan Chase & Co. and Deutsche Bank AG, and continued corresponding with the disgraced financier for years after he joined Bank of America’s Merrill Lynch division in 2016.
• FINRA Snapshot Shows Large Broker/Dealers Grew Market Share in 2025 June 1, 2026
  FINRA shows that industry consolidation led to fewer firms despite more registered representatives in 2025, and that dual registration for broker/dealer and fee-based investment advisor services continued to grow.
• The Great Wealth Transfer Is About More Than Money June 1, 2026
  What happens when the people holding the money change?
• 2026 Charitable Deduction Limits Under the OBBBA: What Business Owners Need to Know June 1, 2026
  The OBBBA has substantially increased the effective cost of charitable giving through a business entity.
• Corient Hits $508B in Client Assets After Completing U.K. Acquisitions June 1, 2026
  Completion of the acquisitions announced last year puts sovereign wealth-fund-backed Corient among the largest non-bank wealth managers in the world.
• Zephyr's Adjusted for Risk: Is it Time to Stop Overlooking Municipal Bonds? June 1, 2026
  Mackay Municipal Managers’ Kazatsky on why municipal bonds—tax-exempt and taxable—are often overlooked yet attractive in today’s uncertain macro and rate environment.
• What 401(k) Participants Want from their Advisor, Provider June 1, 2026
  Cerulli Retirement End User Report shows shifting priorities.